Atticus Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-172
| Closed | -$17K | – | 387 |
|
|
2021
Q1 | $17K | Sell |
172
-298
| -63% | -$29.5K | 0.01% | 279 |
|
|
2020
Q4 | $45K | Buy |
470
+3
| +0.6% | +$287 | 0.02% | 217 |
|
|
2020
Q3 | $43K | Buy |
467
+2
| +0.4% | +$184 | 0.03% | 183 |
|
|
2020
Q2 | $42K | Sell |
465
-9,213
| -95% | -$832K | 0.03% | 179 |
|
|
2020
Q1 | $803K | Sell |
9,678
-9,732
| -50% | -$807K | 0.65% | 35 |
|
|
2019
Q4 | $1.87M | Buy |
+19,410
| New | +$1.87M | 1.19% | 23 |
|